Morningstar

Fidelity Mid Cap Value Index Fund FIMVX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $32.39  /  −0.49 %
  • Fund Size $1.6B
  • Adjusted Expense Ratio 0.050%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.88%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis FIMVX

Will FIMVX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FIMVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FIMVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FIMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Mid Cap Value Index holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings FIMVX

More FIMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Phillips 66

0.89 15M
Energy

Hewlett Packard Enterprise Co

0.66 11M
Technology

Warner Bros. Discovery Inc Ordinary Shares - Class A

0.66 11M
Communication Services

Digital Realty Trust Inc

0.64 10M
Real Estate

Allstate Corp

0.63 10M
Financial Services

Baker Hughes Co Class A

0.60 10M
Energy

Kinder Morgan Inc Class P

0.60 10M
Energy

ONEOK Inc

0.58 9M
Energy

Realty Income Corp

0.55 9M
Real Estate

Cheniere Energy Inc

0.54 9M
Energy

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